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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Bux who wrote (2970)	11/4/1999 9:07:00 PM
From: qdog	Read Replies (1) \| Respond to of 13582

Cfoent was off base in the assumption that I was suggesting QCOM would be sued, just so we understand what was off base. Although the ITU is harmonizing the various standards, which includes UWC-136, they have NOT finalize it. They still could be call to task to explain these recent statements before the final standard is released. The ITU will not be an arbitrator over these issues. It still an organization consisting of vendors and governments. It would not be the first time in history that agreements get derailed in the final hour between nations. 3G encompasses more than mobile wireless, as it also covers satellite and fixed. Wi-Lan as far as I can see, is more about wireless LAN's and totally irrelevant to Ericsson and QCOM. It also maybe more for the 4G standard, which OFDM was envision. However, the advances have been made that make it irrelevant as well. Systems are being deployed into airports, convention centers and hotels based on the Wireless Lan standard which has nothing to do with 3G. That is a 11 Mbps Ethernet, using the unlicensed freq bands above 2 GHz. MCOM is deploying a system that offers 128 Kbps as well, which Caxton is more up on that I. It has nothing to do with 3G either. It offers a certain degree of mobility and seems to be a favorite of real estate folks where it's been deployed. To say the least, while the buzz is about all this, there are other solutions being deployed today that can be well entrenched by the time 3G is available. Nextel ring a bell? ITU reg's are not binding. Any country can decide for itself what is best. China may yet prove to be a country that does whatever it choose's to do. Japan press ahead while QCOM and Ericsson were playing legal roulette and where more than willing to deploy with or without an ITU standard. You think the US follows ITU reg's? Not in frequency allocation. CDMA 2000 and W-CDMA maybe irrelevant in a place like Germany. They just ruled on frequency allocation that has the operators disappointed. They all cite that the 2 M fixed feature will be unachievalbe due to the lack of spectrum. That being the case, they can just go with GPRS and EDGE to achieve 144 and 384 KBps, eschewing the 2M feature. You also have rumblings from operators inthe US about the samething, such stalwarts such as BellSouth and Bell Atlantic, TDMA and CDMA operator alike, about the lack of spectrum here to deploy 3G. 2M chews up alot of Hertz. Lastily, Ericsson and QCOM not only had to kiss and make up, but also agree that their IPR's will be available on a fair and non-discriminatory basis to all. That language is broad and subject to intereptation, but as Yogi Berra sez, "It ain't over, until it's over."